Asset Allocation (31 Aug 2017)

Objectives and Strategy

Fund Objective

To outperform the S&P/ASX 300 Accumulation Index over the medium term before fees by using a range of disciplined enhancement strategies.

Fund Strategy

The portfolio is managed by replicating the index on approximately 90% of the portfolio before using a range of disciplined, risk-controlled enhancement strategies to add value on the remaining portion.

1300 880 160

IMPORTANT: This information has been prepared without taking into account your objectives, financial situation or needs and you should consider if the information is appropriate for you before making an investment decision. Unless otherwise specifically stated or disclosed (such as the InvestSMART Diversified Portfolios Product Disclosure Statement), neither InvestSMART Financial Services Pty Ltd nor any of its Related Companies make any recommendations as to the merits of any investment opportunity referred to in its emails or its related websites. Product disclosure statements for financial products offered through InvestSMART can be downloaded from this website or obtained by contacting 1300 880 160. You should consider the product disclosure statement before making a decision about the product. All indications of performance returns are historical and can not be relied upon as an indicator for future performance.